Articles by Brandon:

Annuity vs. Life Insurance: What’s the Difference?

As you think about how you want to approach planning for retirement, you'll need to make decisions about...

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What to Know About the Estate Tax Sunset in 2025

The Tax Cuts and Jobs Act of 2017, or TCJA, brought many changes to the tax code. For families and...

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Annuity vs. Pension: Comparing Your Options

Running out of money is one of the biggest risks you can face in retirement, but you can take steps to...

A person adds a coin to a jar labeled "pension."

What Is a Modified Endowment Contract?

In addition to providing a death benefit for your beneficiaries, permanent life insurance policies allow...

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What Are Delayed Retirement Credits?

Social Security benefits are an important part of retirement, making up half of the total income for 37%...

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How Phased Retirement Works

Traditional retirement usually involves an abrupt transition from your working years, with your career...